Wealth management

The Build Back Better bill looks likely to only be considered in January 2022, and that likely in less radical form.

Five tips can help charities carry out effective fundraising programs.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

The New Jersey Society of CPAs collected $38,057 and nearly 2,700 pounds of food to benefit the Community FoodBank of New Jersey.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Your clients’ lives aren’t limited to 9-5.

Warren Averett became the latest accounting firm to receive capital from a private equity or investment firm, but in this case the money will go to the firm’s asset management subsidiary.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.

H&R Block adds employee benefits; REDW tax manager earns community service award; and more.

The world’s richest person has disposed of more than 4.5 million shares so far this week.

The Tesla founder will have a hefty tax bill however he chooses to make good on his pledge.

It’s important to regularly revisit your clients' future with a fresh set of eyes,

LGA merged in ALL CPAs; BA, Inc. combined with Flynn Accounting Solutions; HW&Co. added the Shealy Group; De Boer, Baumann partnered with NetWerks; and Avantax acquired Warner Finance.

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.

That Rothko, Basquiat or Banksy hanging in the front hall may be a great way to get a tax break.

Deloitte also announced the creation of a $250,000 tuition scholarship program at HBCU Grambling State University.

The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.